Elon Musk와 Donald Trump의 야합은 중국 시진핑 주석에게 좋은 징조이다.

Canada has scrapped Covid-era flight restrictions on mainland China, removing a limit on services operated by Chinese airlines https://t.co/Iu98VdS34D

— Bloomberg Asia (@BloombergAsia) October 30, 2024

 

The market dynamics that delivered cheaper rent and airfares are close to running their course, says @conorsen. Some prices will creep higher, but this bout of inflation is nothing like the 2022 kind https://t.co/jw6OY2ZfMs

— Bloomberg Opinion (@opinion) October 23, 2024

 

Chinese President Xi Jinping reiterated a call to achieve the country’s annual economic target, signaling a growing sense of urgency ahead of a key legislative meeting expected to approve new fiscal support https://t.co/m8HWmKRVlJ

— Bloomberg Economics (@economics) October 30, 2024

 

Chinese electric vehicle stocks jumped after automakers including BYD posted record deliveries in October, as government subsidies give a widespread lift to the sector https://t.co/IVermYesSs

— Bloomberg Markets (@markets) November 4, 2024

 

"남아프리카 공화국의 연간 '물가상승률'이 3년 만에 처음으로 4% 이하로 떨어져 정책 입안자들이 금리를 계속 인하해야 한다." 이거 어떻게 읽는다? '경기침체'죠. 중앙은행 총재 레세티야 크간야고는 9월 '코로나 19' 이후 4년 만에 처음으로 금리를 인하한 후 "인플레이션이 더 낮은 수준으로 '조정'되어야 한다."면서 "'위험' 균형이 안정되었다."고 말했습니다. 에녹 고동와나 '재무부' 장관은 2월 예산까지 새로운 인플레이션 목표를 정할 가능성이 낮다고 밝혔습니다.

 

Chinese firms sold the least amount of bonds domestically in the past two months since 2021, as they navigated rising borrowing costs and uncertainties tied to the government’s stimulus plans https://t.co/Ob9LWA651O

— Bloomberg Economics (@economics) October 31, 2024

 

The Battle of Leyte Gulf holds important lessons for a hypothetical China-U.S. naval clash – and Chinese strategists know it. https://t.co/rUTLK6lEGK

— The Diplomat (@Diplomat_APAC) October 30, 2024

 

Chinese lawmakers are gathering in the shadow of the US election to sign off on a fiscal package that’s set to run into the trillions of yuan yet is unlikely to put the market fully at ease https://t.co/z7nY8Ny08p

— Bloomberg Asia (@BloombergAsia) November 4, 2024

 

The leader of one of Taiwan’s last diplomatic allies in the Pacific said his nation is under increasing pressure from China to end its support for Taipei.

Whipps said he was frustrated with Chinese vessels’ repeated, unauthorized entry into Palau’s exclusive economic zone.…

— Bonnie Glaser / 葛來儀 🇺🇦 (@BonnieGlaser) October 31, 2024

 

Goldman strategists expect Chinese stocks to rise in the two to three months following the US presidential election https://t.co/HjWF2tmn3O

— Bloomberg Asia (@BloombergAsia) October 30, 2024

 

짐바브웨의 월별 인플레이션율은 9월 '금화'로 뒷받침되는 통화가 43% 평가절하되어 가격이 급등한 이후 급등했습니다. 자, 미친늠이 뭐? 멕시코 200%, 중국 100%에 보편 관세 20%를 때려? 그럼 뭐 쓴다? 금과 함께 기축통화처럼 유통되는 금을 쓰겠죠. 그럼 금값이 오를까요? 내릴까요? 오르겠죠. 이게 경제에 긍정적 영향을 줄까요? 부정적 영향을 줄까요?

 

Most nations face shrinking and aging populations in coming decades. What’s unclear is exactly how that will affect longer-term economic trends. Oxford Economics argues that it will depress inflation and rates https://t.co/Wh9C4yKdQB pic.twitter.com/vm5twSahot

— Bloomberg Economics (@economics) November 3, 2024

 

The chief of Australia’s sovereign wealth fund says monetary policymakers and investors are facing a tough task navigating turbulent inflation https://t.co/ZPyiNNyB67

— Bloomberg Economics (@economics) November 3, 2024

 

Thailand delayed naming a new central bank chairman as opposition mounted against the government’s bid to push the candidacy of a former finance minister to tighten its grip over the monetary authority https://t.co/8J2jRZa6KU

— Bloomberg Markets (@markets) November 4, 2024

 

Prices in Peru’s capital rose less than expected in October, as inflation continues to run near the center of the central bank’s desired target range https://t.co/3tyuhfCKel

— Bloomberg Economics (@economics) November 1, 2024

 

Morning Bid: Dollar jolted by Iowa surprise https://t.co/CFJ0iZZUEB pic.twitter.com/vGMu3jeZz7

— Reuters (@Reuters) November 4, 2024

 

금리가 50.00% 터키 관리들은 인플레이션을 억제하기 위해 새해 초에 일부 상품에 대한 세금 인상을 우회하는 방안을 논의하고 있습니다. 즉, '인플레이션'에 금리인상 옵션조차 없다는 것입니다. 월요일에 발표될 예정인 터키의 인플레이션 데이터는 10월 가격 상승이 '계속 둔화'(내수침체)되었음을 보여줄 것으로 예상됩니다. 특히 위험해 보이는 곳이 뉴질랜드, 호주로 해석됩니다.

 

From Mexico City to Shanghai, traders are preparing for a fresh political jolt: A US election that’s threatening to upend global trade and potentially roil the economic outlook across the developing world https://t.co/lPTTUOyCxz

— Bloomberg Economics (@economics) November 3, 2024

 

Euro-zone inflation picks up more than expected to the ECB’s target https://t.co/ABZdfBr5KR via @weberalexander pic.twitter.com/1KEIaWlEGO

— Zoe Schneeweiss (@ZSchneeweiss) October 31, 2024

 

The ups and downs of Europe's far-right parties hold clues for how events could play out if Donald Trump secures a return to the White House. https://t.co/0KAWkzTDmX

— Bloomberg Economics (@economics) November 3, 2024

 

Polish inflation rises again, cementing expectations that any interest rate cuts won’t come before next year https://t.co/XSpu0PCYE1

— Bloomberg Economics (@economics) October 31, 2024

 

A growing number of skilled workers are leaving Pakistan, seeking opportunities abroad as their country faces one of Asia’s highest inflation rates and a devalued currency.

But what does this mean for the country’s economic and political prospects? https://t.co/prZGTeC2W8 pic.twitter.com/ZUKEuPAckx

— Bloomberg Originals (@bbgoriginals) November 3, 2024

 

Primetime win. Skol Vikings!

— Governor Tim Walz (@GovTimWalz) November 4, 2024

 

스위스 국립은행 부행장 '마틴 슐레겔'은 "인플레이션 둔화에 금리를 다시 인하해야 할 수도 있다."고 말하였습니다. 그럼 뭐 봐야죠? GDP 성장율(0.70%)이죠. 유로존 인플레이션은 유럽중앙은행(ECB) 목표치를 넘어 예상보다 더 상승했는데요. 그럼에도 ECB가 금리인하 중이고, 추가 인하 준비 중이죠. 자, (1) '망했네?' (2) "아니다, 경제가 막 활활 타 오른다." 제조업은 침체인데 신용카드, 은행대출로 놀고 먹는 서비스 인플레이션(슈퍼 코어 인플레이션)도 문제로 보입니다.

 

Asset Class Returns in Oct 2024
-all tricks and no treats with a late-Oct selloff
-broke the multi-month streak of near-universal gains with near-universal losses in Oct
-cash king (and USD + gold up)

YTD still mostly positive, US large caps still on top, bonds at the bottom pic.twitter.com/4KdSQvbxyU

— Callum Thomas (@Callum_Thomas) November 3, 2024

 

'매일경제', 재야의 고수 '텔래그램' 방에 '월드스타' 윤석열 정부에 부정적인 경제 방송을 냈던 SBS 태영건설 부도설이 유포됐던 부동산 PF가 왜 터지나요? '코로나 19' 이후 회수 됐어야 할 유동성이 '전쟁'으로 회수가 안 됐죠. 왜? "인플레이션을 헤지하라."면서 뭐 올랐죠? 대표적인 자산군이 M7 우량주와 금, 암호화폐입니다.

 

Alcohol and gambling, so-called ‘sin stocks,’ saw a boost from the UK budget@lizzzburden breaks down Rachel Reeves’ plans https://t.co/VkidoVzW51 pic.twitter.com/OW1yeJ0LW0

— Bloomberg UK (@BloombergUK) October 30, 2024

 

The UK government’s plans to expand access to childcare risks unraveling over higher taxes for employers, industry leaders say https://t.co/z7naGDATdV

— Bloomberg Economics (@economics) October 30, 2024

 

Aviva Plc and Allianz SE are among potential bidders for Britain’s home and motor insurance firm Esure Group Plc, sources say. https://t.co/8GTpDFc5tW

— Bloomberg UK (@BloombergUK) October 30, 2024

 

Affirm will begin offering its fast-credit options in the UK as part of its latest push for growth outside its home markets https://t.co/DEUlk8Lo83

— Bloomberg UK (@BloombergUK) November 4, 2024

 

Morgan Stanley analysts say they favor buying more UK homebuilder stocks https://t.co/yOq3fS4GTS

— Bloomberg Economics (@economics) November 1, 2024

 

London vacancies are set to remain below pre-Covid levels, lagging behind the rest of the UK, after hybrid working trimmed demand for shop assistants and baristas near offices https://t.co/7b3gxOoe9R

— Bloomberg Economics (@economics) November 2, 2024

 

유동성이 왜 회수가 됐어야 하냐?가장 쉬운 표현으로 '코로나 19' 3년 동안 빚투(leverage)를 했으니 저축은 안 하거나 못 했는데(자영업, 소상공인) 또 러시아의 '우크라이나' 침공 '전쟁'과 이스라엘의 가자지구 침공 '전쟁'에 또 인플레이션을 헤지하고 은행 건전성이 (1) 악화된다. (2) "아니다, 그런 거 없다."

 

YouTube is among the many multinational companies finding themselves unexpectedly tangled up in the Russian legal system https://t.co/IyQ8IezLSC

— Bloomberg UK (@BloombergUK) October 30, 2024

 

The UK unveils a larger-than-expected bond-sale plan to help finance the new Labour government’s economic agenda https://t.co/MeFS4hjhXZ

— Bloomberg Economics (@economics) October 30, 2024

 

Rachel Reeves defended her move to levy inheritance tax on UK landowners who pass down agricultural property to their children, after critics said the move would hurt the sector and lead to the breakup of family farms https://t.co/FqaswUq92a

— Bloomberg Economics (@economics) October 31, 2024

 

Both candidates vying to be next leader of the UK Conservatives want to build an election pitch in opposition around a promise their party failed to achieve in more than a decade in government: slashing immigration https://t.co/pQj8sdzMVH

— Bloomberg UK (@BloombergUK) November 1, 2024

 

UK Business Secretary Jonathan Reynolds accepted that tax hikes announced in the government’s budget might hinder companies’ ability to hire workers and raise salaries https://t.co/5pJIOvq5MG pic.twitter.com/j6cvGI6zll

— Bloomberg (@business) November 1, 2024

 

It was high time the UK's archaic tax regime benefiting non-doms met its Waterloo, writes @mbrookerhk https://t.co/lEVPf9aRc4

— Bloomberg Opinion (@opinion) November 1, 2024

 

그래서 '월드스타' 윤석열이 한 게 뭐였죠? 강서구청장 보궐선거 때 귀책사유가 있는 후보를 내더니 "힘있는 대통령이 서민들의 주거 사다리를 때려부수고 재건축을 하겠다."는 공약을 냈다가 17%p 차로 대패를 하고도 정신 못 차리고 4.10 총선을 앞두고 더불어민주당이 김건희 특검법 첫 상정을 하는데 "청년들이여 집을 '사세요♡'"라며 공매도 금지하고 '대주주'(Super rich) 양도세 감세를 했습니다.

 

We're going to hear plenty of figures being bandied about in today's UK budget, and in many cases, the political emphasis may not reflect the economic significance. So here's a quick refresher on where tax comes from and where it goes. https://t.co/2TCNiwWRxr

— Bloomberg Economics (@economics) October 30, 2024

 

As the dust settles on the UK’s most anticipated budget for years, investors are piecing together a picture of what comes next for the gilt market https://t.co/QUNsC8jXm0

— Bloomberg Economics (@economics) October 31, 2024

 

Changes to fiscal rules, new taxes and ambitious investment plans. Here are the key takeaways from Labour’s first UK budget in 14 years. https://t.co/d5o1rS2rW6

— Bloomberg UK (@BloombergUK) October 30, 2024

 

TD Bank rates strategist Pooja Kumra says the BOE may need to "calm the market" after this week's UK bonds selloff

She comments as investors dumped British assets in a swift rebuke of the new Labour government’s budget https://t.co/bMsL4Uv200 pic.twitter.com/PrpJGRLZO0

— Bloomberg UK (@BloombergUK) November 1, 2024

 

The Bank of England may extinguish hopes of a shift to quicker interest-rate cuts this week after the budget reignited inflation concerns and triggered a selloff in UK bonds that evoked memories of the 2022 market meltdown https://t.co/SyWsQYzrLf

— Bloomberg UK (@BloombergUK) November 4, 2024

 

UK Chancellor Rachel Reeves may have to raise taxes again next year if growth fails to pick up, according to the Institute for Fiscal Studies https://t.co/NKhNYaBY3b

— Bloomberg Economics (@economics) October 31, 2024

 

The tax hikes on UK businesses in Chancellor Rachel Reeves’ first budget will lead to the “death of entrepreneurship” and could “kill off” growth, according to James Dyson https://t.co/Lq2E7q15k7

— Bloomberg Economics (@economics) November 4, 2024

 

종합부동산세 일괄 감세, 의대정원(4대 개혁) 늘려서 '학군지' 부양하고 부동산 입지에 위치한 개발제한구역, 군사보호구역 풀어서 로또 청약 만들어 부동산 투기 광풍으로 기업부채를 가계부채로 떠 넘겨서 저거 막은 겁니다. 그러고서 '금융 부실'이 경제 뇌관 지목될 즈음에 주택담보대출을 조여서 소득구간이 낮은 국민한테 "니들이 독박 써라."고 그 부담을 전가한 셈입니다.

 

#ElonMusk warns about $35 #trillion ‘debt time bomb’: He thinks only #Bitcoin 'horse' can save #Americanshttps://t.co/vuh7rsVIwu

— Economic Times (@EconomicTimes) October 30, 2024

 

What a lot of people are calling the "Trump Trade" is simply markets discounting a US soft landing that risks becoming a no-landing scenario. Think long Bitcoin, long gold and short Treasuries. https://t.co/fLYFAt0RZK

— BN Commodities (@BNCommodities) October 30, 2024

 

BlackRock's Bitcoin ETF posted a record net inflow as speculation over how the US election may play out boosts demand for the digital asset https://t.co/LNzDX1j5Bi

— Bloomberg Asia (@BloombergAsia) October 31, 2024

 

Bitcoin’s push toward a record high is fizzling as pro-crypto Republican nominee Donald Trump’s election odds drop in betting markets https://t.co/2ZHycEceOA

— Bloomberg Crypto (@crypto) November 1, 2024

 

The world’s richest man is buying real estate. https://t.co/fEUaCGbSbu

— FORTUNE (@FortuneMagazine) November 4, 2024

 

 

왜 'Trump Trade'가 왜 문제냐? 아직도 이해 안 가나? 부채, 부동산 다 터지는 겁니다. 비트코인 거래자들은 암호화폐가 전반적으로 잠시 하락하고 미국의 상장지수펀드(ETF)에 꾸준한 유입이 이어진 가운데, 6월에 마지막으로 도달했던 '70,000달러'의 가격 수준을 다시 목표로 삼고 있습니다.

 

#Gold glitter continues this #Diwali even as shoppers get cautioushttps://t.co/Y9aZdKUxbG

— Economic Times (@EconomicTimes) October 29, 2024

 

Investors’ ‘fear of missing out’ drives gold demand to record high https://t.co/Isel7DSePp

— Financial Times (@FT) October 30, 2024

 

Investors and central banks can’t get enough of gold. But why are they filling their vaults with an asset that pays no dividends and generates no yield? Find out on this week’s “Money Talks” https://t.co/UixiKXNUWr 🎧

— The Economist (@TheEconomist) October 31, 2024

 

The Swiss National Bank made a solid nine-month profit on rising equities, bonds and gold prices, increasing the chances for a restart of profit distributions after a two-year break https://t.co/O3z8VFkR3w

— Bloomberg Economics (@economics) October 31, 2024

 

Tether, the operator of the largest stablecoin, said it posted net profit of $2.5 billion in the third quarter, largely driven by gains realized on its holdings of US Treasuries and gold https://t.co/WwfMnvoOUp

— Bloomberg Asia (@BloombergAsia) October 31, 2024

 

미국 현물 비트코인 ​​ETF는 디지털 자산이 최고 기록을 향해 나아가면서 순 유입액이 '8억 7천만 달러'(약 1조 1,923억 3,500만 원)에 달해 역대 3번째로 높은 일일 유입량을 기록했습니다.

 

How Bets on Trump, Harris Can Impact Wall Street

Nick Colas of @DataTrekMB joins @tomkeene & @ptsweeney on Bloomberg Surveillance.

Get more on the Bloomberg Surveillance Podcast:

Apple: https://t.co/ZglHEXIorJ
Spotify: https://t.co/DwlnCmkJMj
Anywhere: https://t.co/PxVbyXVMkc pic.twitter.com/fndqaSnMZB

— BSurveillance (@bsurveillance) October 30, 2024

 

Apple reported fiscal fourth-quarter revenue that met Wall Street estimates, though sales remained sluggish in the key market of China https://t.co/wRVc3Lshwn

— Bloomberg Technology (@technology) October 31, 2024

 

Berkshire Hathaway continued sales of Apple shares in the third quarter left the conglomerate’s stake at a fraction of its size at the start of the year https://t.co/taMkjo1RWf

— Bloomberg Markets (@markets) November 3, 2024

 

The emergence of Elon Musk as one of Donald Trump’s top campaign donors bodes well for Xi Jinping if the former US president wins back the White House. https://t.co/1PpTbdT3Cq

— Bloomberg Technology (@technology) November 4, 2024

 

“Any time the Elon Musks of the world refuse to listen to judges and regulators, it is a good reminder of the fact that states have the ability to rein in big tech and prioritize democratic governance, if only they wanted to.”https://t.co/7gL4ZmNgIM

— Foreign Affairs (@ForeignAffairs) October 2, 2024

 

Novo predicts its new weight-loss drug will help patients lose at least a quarter of their total body weight — making it the most effective treatment yet https://t.co/FZkQ7IHXMP

— Bloomberg Markets (@markets) November 4, 2024

 

Prediction markets just pulled a November Surprise on Trump, says @johnauthers, while an Iowa poll suggests a bigger one to come https://t.co/9TgeZGgoTU

— Bloomberg Crypto (@crypto) November 4, 2024

 

 

비트코인 헤지펀드 대행사 MicroStrategy는 약 '180억 달러'(약 24조 6,744억 원) 규모의 암호화폐 재고 가치에 대한 손상 비용을 부담한 후 3분기 연속 손실을 기록했습니다. MicroStrategy는 지난 1년 동안의 수많은 거래 이후 새로운 주식과 채권을 매각하여 '420억 달러'(57조 5,736억 원)를 모금하고 비트코인을 더 많이 구매할 수 있도록 은행을 고용했습니다.

 

▲★'금리'★, '주택'(주거비), '친환경'과 첨단전략산업 '제조업'(일자리)으로 사회적 격차와 '불평등'을 키웠는데 2025년이 더 문제인 '금리인하'와 '자산시장'이 달린 '미국 대선''에서 패배할 경우 "'선거 결과'를 받아들이지 않겠다."면서 '공급망', '무역'에 '영향'을 미칠 '관세'로 '무역전쟁'을 일으켜 '헤지펀드'들이 '엔-캐리' '트레이딩'을 청산하게 만들 강"달러"를 '더욱 확산'시킬 '부채' 재앙의 '인종차별'과 성차별이 일상인 공화당 성폭행범 '윤석열' '친구' '트럼프·머스크' '감옥' 운동 중입니다.▲

 

▲ 블로그에 '글 썼다'고 '형사기소'한 미·한 '증시 논란'의 박근혜 전 대통령, 최순실 씨 '국정농단' 수사 팀장 '전체주의'자 '김건희' "오빠" '연구대상' '윤석열'과 '국정농단' '저지른' '김건희'의 특권 폐지'와 '탄핵' 및 '감옥' 운동 중입니다.▲

 

▲ '블로그'의 모든 글은 저작권법의 보호를 받습니다. 어떠한 '상업적인 이용'도 허가하지 않으며, 이용('불펌') 허락을 하지 '않습니다'.

▲ 사전협의 없이 본 콘텐츠 무단 도용, 전재 및 복제, 배포를 금합니다. 이를 어길 시 '민, 형사상' '책임'을 질 수 있습니다.